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The Stingy News Weekly (03/01/2015)


"The stock market is filled with individuals who know the price of everything, but the value of nothing."
- Philip Fisher


New from StingyInvestor

Hunting for value in the stock market
I was very pleased to give a talk to the friendly folk at a Canadian MoneySaver conference this weekend. Here's a copy of the slides that were used. (I'd also like to thank everyone who gave me feedback on them!)


Learn from Buffett
"Value investors are thinking about lives well lived this week. They're looking forward to reading what Warren Buffett and Charlie Munger have to say about Berkshire Hathaway's next 50 years. At the same time, they're celebrating the life of Irving Kahn who gave Methuselah a run for his money."


Stingy Links

Cliff Asness interview
"In a far-ranging 90 minute conversation, we discuss everything from value to momentum to the small cap effect. We also discuss the Efficient Market Hypothesis, how and why markets can be irrational, and what it was like to be part of the Quant Flash Crash of 2007. If you are interested in what quants actually do, be sure to check out the podcast portion when its posted."
[Funds]

No new bets in 80 years
"Equity investors pursuing a buy-and-hold strategy might want to check out a fund that hasn't made an original stock market bet in 80 years. The Voya Corporate Leaders Trust Fund, now run by a unit of Voya Financial Inc bought equal amounts of stock in 30 major U.S. corporations in 1935 and hasn't picked a new stock since."
[Funds]

Berkshire's 2014 Letter
"Undeterred by my first mistake of committing much of BPL's resources to a dying business, I quickly compounded the error. Indeed, my second blunder was far more serious than the first, eventually becoming the most costly in my career."
[Buffett]


DOW 30 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
AT&T (T)1545
Verizon (VZ)2145
Chevron (CVX)5555
General Electric (GE)4545
McDonald's (MCD)2225
Caterpillar (CAT)4455
Pfizer (PFE)2414
Exxon Mobil (XOM)5454
Merck (MRK)4314
Coca-Cola (KO)1214
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
Travelers (TRV)5542
Chevron (CVX)5555
Goldman Sachs (GS)5531
JP Morgan Chase (JPM)5533
Exxon Mobil (XOM)5454
IBM (IBM)5143
Caterpillar (CAT)4455
Merck (MRK)4314
Intel (INTC)4424
American Express (AXP)4231
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
Chevron (CVX)55552.62
Exxon Mobil (XOM)54543.74
Caterpillar (CAT)44554.17
JP Morgan Chase (JPM)55334.44
Verizon (VZ)21454.59
Merck (MRK)43144.68
General Electric (GE)45454.89
Travelers (TRV)55424.90
Intel (INTC)44244.98
IBM (IBM)51435.00
Notes | More Info...


US Stock SummaryYieldP/EV.R.
Caterpillar (CAT)YYY
Chevron (CVX)YYY
Exxon Mobil (XOM)YYY
Merck (MRK)YYY
General Electric (GE)YY
IBM (IBM)YY
Intel (INTC)YY
JP Morgan Chase (JPM)YY
Travelers (TRV)YY
Verizon (VZ)YY
AT&T (T)Y
American Express (AXP)Y
Coca-Cola (KO)Y
Goldman Sachs (GS)Y
McDonald's (MCD)Y
Pfizer (PFE)Y
Notes...



S&P/TSX60 Value Screens

High Dividend Yield StocksP/EP/BP/SYield
Crescent Point (CPG)1415
TransAlta (TA)0445
ARC Resources (ARX)3315
Cenovus Energy (CVE)3455
BCE Inc. (BCE)3135
Teck Resources (TCK.B)1545
CIBC (CM)5325
Inter Pipeline (IPL)2115
Rogers (RCI.B)4135
Husky Energy (HSE)2445
Notes | More Info...


Low Price/Earnings StocksP/EP/BP/SYield
EnCana (ECA)5533
Imperial Oil (IMO)5341
National Bank (NA)5334
Bank of Nova Scotia (BNS)5324
Canadian Oil Sands (COS)5542
Manulife (MFC)5443
Bank of Montreal (BMO)5424
CIBC (CM)5325
Cdn Natural Resources (CNQ)5433
Power Corp of Canada (POW)5453
Notes | More Info...


Value Ratio StocksP/EP/BP/SYieldV.R.
EnCana (ECA)55331.74
National Bank (NA)53342.65
CIBC (CM)53252.75
Bank of Montreal (BMO)54242.91
Bank of Nova Scotia (BNS)53242.97
Royal Bank (RY)42243.31
TD Bank (TD)43243.54
Sun Life Financial (SLF)44443.56
Power Corp of Canada (POW)54533.74
Crescent Point (CPG)14153.83
Notes | More Info...


Canadian Stock SummaryYieldP/EV.R.
CIBC (CM)YYY
Bank of Montreal (BMO)YY
Bank of Nova Scotia (BNS)YY
Crescent Point (CPG)YY
EnCana (ECA)YY
National Bank (NA)YY
Power Corp of Canada (POW)YY
ARC Resources (ARX)Y
BCE Inc. (BCE)Y
Canadian Oil Sands (COS)Y
Cdn Natural Resources (CNQ)Y
Cenovus Energy (CVE)Y
Husky Energy (HSE)Y
Imperial Oil (IMO)Y
Inter Pipeline (IPL)Y
Manulife (MFC)Y
Rogers (RCI.B)Y
Royal Bank (RY)Y
Sun Life Financial (SLF)Y
TD Bank (TD)Y
Teck Resources (TCK.B)Y
TransAlta (TA)Y
Notes...



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The Rothery Report provides research on select deep-value stocks in North America. Discover overlooked and undervalued stocks in quarterly investment reports which provide detailed analysis of Canadian and U.S. stocks. Weekly email news and additional updates keep subscribers informed about new opportunities and developments.

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